Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.55M Buy
152,678
+32,163
+27% +$1.8M 1.39% 21
2025
Q1
$2.61M Sell
120,515
-24,798
-17% -$536K 0.51% 65
2024
Q4
$3.09M Buy
+145,313
New +$3.09M 0.57% 58